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| Provider | Service type | Compensation |
|---|---|---|
VALLEY ADMINISTRATORS1 year Service code 13 · EIN 94-1651216 | Contract Administrator | $9,600 |
Filed as: SCHWARTZ PLATZ AND ASSOCIATES, CPA Service code 10 · EIN 68-0263780 | Accounting | $8,900 |
T R PAUL INC.1 year Filed as: PAUL BENEFITS LAW CORP Service code 29 · EIN 47-1322306 | Legal | $4,483 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,400 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | 6.42% | -2.92%+9.3pp | -752.26%+758.7pp | 10.56%-4.1pp |
| Employer contribution / active EE | $2,065 | $9,485-78.2% | $31,802-93.5% | $13,643-84.9% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |